Register for the virtual Financial Planning Fast Track LIVE Program
Achieve the same success Rattiner students have had over the last 30 years from the convenience of your own office!!
The CFP® Review Course is a "must do" for candidates who completed the required CFP® educational requirements by online or self-study!
We also offer private classes tailored specifically to meet the needs of individual companies.
The CFP® Certification Exam Review Course is a live, comprehensive 4-day program that covers all topics on the CFP® exam. In addition to providing a lively and in-depth review of all topics, students receive practical tips on how to study and how to tackle those difficult case studies appearing on the exam. Students are also given guidance as to what topics are more heavily tested on the CFP® exam, and practical advice on how to approach it so that they can answer all the questions in the time required.
All serious-minded students should take a CFP® Certification Exam Review Course. Students who took an online or self-study program will find the CFP® Certification Exam Review Course extremely beneficial as it gives them guidance on which of the topics are more heavily tested and provides students with practical ideas on how to apply the material learned, as the CFP® exam is an application-based exam. Candidates who have been unsuccessful in passing the exam and those who took the educational requirements over an extended period of time will also find the live CFP® Certification Exam Review Course of great benefit. Unlike students of Rattiner's Financial Planning Fast Track® CFP® accelerated program, who are recalling material they learned over only an 8-month period, most online and self-study students are trying to recall information they learned over a much longer period of time. The CFP® Certification Exam Review Course will help students refresh or relearn material that they have forgotten and give new, up-to-date information, which they will need to pass the difficult and challenging CFP® exam.
Our review course can be tailored for private companies and small groups of individuals nationwide. We have also run our review courses at major universities such as The Ohio State University (OSU), New York University (NYU), Arizona State University (ASU), The University of California - Riverside (UC), The American College, and The Metropolitan State University of Denver.
The tuition for the program is $1,395. This price includes the review materials covering all topics tested on the CFP® exam, a book of case studies, access to practice exam questions, and a simulated exam. We may provide a discount for groups signing up together.
See the locations and dates listed below.
CFP® Exam Date
CFP® Review Course Date & Location
October 5-8, 2023 - Denver, Colorado
February 8-11, 2024 - Denver, Colorado
June 6-9, 2024 - Denver, Colorado
October 3-6, 2024 - Denver, Colorado
"I was referred to Jeff by a few of my colleagues. His class is known for its condensed time frames and high pass rates. He gives you what you need to know without dragging things out."
"I highly recommend Jeff's Fast Track Program and CFP® Review Class in order to earn your CFP® certification! Jeff's real life experience, personal teaching style, and real world experience increases your learning curve dramatically. If your goal is to pass the CFP® and learn as much as possible throughout the process, you MUST enroll and find out for yourself. You will not regret it. Thanks, Jeff!"
"Jeff's Capstone and Review Course helped me pass the CFP® exam on my first attempt! The sound advice through the process and the extremely well-run review course got me through the exam. After getting married in September of this year and taking 3 weeks off of work and studying leading up to the exam, Jeff was flexible enough to reschedule the capstone class. He then took time explaining how to make up my study time prior to the review course to get up to speed. Jeff's communication was top-notch and his review course was a tremendous help putting together all areas of financial planning. His knowledge of the test itself and insight in what the board expects of its applicants was key to my success on the exam. Thank you for everything Jeff!"
"After struggling through CFP® material and attempting the CFP® exam 3 times, I felt defeated. I took on the challenge once more, took Jeff Rattiner's class using Keir Material and FINALLY passed the 4th time. It takes discipline and relentless studying, but you can do it through Jeff's program!"
"Jeff's review course helped me get the hands-on exposure to the material on the CFP® exam that I would not have otherwise had access to had I stuck to self-studying. The course was a very useful bridge between the College for Financial Planning material and the actual exam itself. The real-world scenarios Jeff presented (filled with sports references) helped everything click for me in a way that it sometimes hadn't with the online courses. I'd definitely recommend this course as a way to center your thoughts and narrow your focus prior to the exam."
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Over the years, we have run our program privately for many large companies throughout the country as well as through many major universities such as The Ohio State University (OSU), New York University (NYU), Arizona State University (ASU), The University of California - Riverside (UC), The American College and The Metropolitan State University of Denver.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Rattiner's Financial Planning Fast Track, Inc., is a Review Course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc.
CFP Board does not endorse any review course nor receive financial remuneration from Review Course providers.